SIMA WEALTH PARTNERS, LLC

Filed: 7/28/2026ACC: 0002135539-26-000011

📋 What this filing means

SIMA WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $141.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

130

Positions

$141.13M

Total AUM (reported)

2.08M

Total Shares

Allocation by class

CORE S&P500 ETF$20.16M14.3%

INTL CORE EQT MK$10.92M7.7%

ST STR P500GRW$10.57M7.5%

INTRNL RES EQT$10.54M7.5%

USD INV GRDE ETF$10.13M7.2%

EMGR CRE EQT MNG$9.64M6.8%

MBS ETF$7.69M5.5%

Portfolio Concentration

Top 3$41.65M29.5%

4–10$58.79M41.7%

11–25$26.80M19.0%

Rest$13.89M9.8%

Top 3 weight

29.5%

Top 10 weight

71.2%

Voting Authority Distribution

Total shares with voting rights: 2.08M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.08M

% of voting shares100.0%

Investment Discretion (by position count)

Sole130

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings130

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares26.93K

TypeSH

Market value$20.16M

14.29%

Sole

0.00

Shared

0.00

None

26.93K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares264.67K

TypeSH

Market value$10.92M

7.74%

Sole

0.00

Shared

0.00

None

264.67K

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares88.80K

TypeSH

Market value$10.57M

7.49%

Sole

0.00

Shared

0.00

None

88.80K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares127.76K

TypeSH

Market value$10.54M

7.47%

Sole

0.00

Shared

0.00

None

127.76K

ISHARES TR

SOLE

USD INV GRDE ETF

Shares197.58K

TypeSH

Market value$10.13M

7.18%

Sole

0.00

Shared

0.00

None

197.58K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares239.65K

TypeSH

Market value$9.64M

6.83%

Sole

0.00

Shared

0.00

None

239.65K

ISHARES TR

SOLE

MBS ETF

Shares81.41K

TypeSH

Market value$7.69M

5.45%

Sole

0.00

Shared

0.00

None

81.41K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares92.83K

TypeSH

Market value$7.37M

5.22%

Sole

0.00

Shared

0.00

None

92.83K

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares280.50K

TypeSH

Market value$6.92M

4.90%

Sole

0.00

Shared

0.00

None

280.50K

SPDR SERIES TRUST

SOLE

ST STR P500VAL

Shares106.95K

TypeSH

Market value$6.50M

4.61%

Sole

0.00

Shared

0.00

None

106.95K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares35.34K

TypeSH

Market value$4.86M

3.44%

Sole

0.00

Shared

0.00

None

35.34K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares15.14K

TypeSH

Market value$3.44M

2.44%

Sole

0.00

Shared

0.00

None

15.14K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares120.85K

TypeSH

Market value$2.92M

2.07%

Sole

0.00

Shared

0.00

None

120.85K

SPDR SERIES TRUST

SOLE

ST STR P400MID

Shares40.01K

TypeSH

Market value$2.70M

1.92%

Sole

0.00

Shared

0.00

None

40.01K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares54.24K

TypeSH

Market value$1.89M

1.34%

Sole

0.00

Shared

0.00

None

54.24K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares18.32K

TypeSH

Market value$1.77M

1.25%

Sole

0.00

Shared

0.00

None

18.32K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares7.02K

TypeSH

Market value$1.53M

1.08%

Sole

0.00

Shared

0.00

None

7.02K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares15.39K

TypeSH

Market value$1.27M

0.90%

Sole

0.00

Shared

0.00

None

15.39K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares33.07K

TypeSH

Market value$1.12M

0.79%

Sole

0.00

Shared

0.00

None

33.07K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares10.20K

TypeSH

Market value$1.10M

0.78%

Sole

0.00

Shared

0.00

None

10.20K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares19.85K

TypeSH

Market value$1.04M

0.74%

Sole

0.00

Shared

0.00

None

19.85K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares24.42K

TypeSH

Market value$900.3K

0.64%

Sole

0.00

Shared

0.00

None

24.42K

PHILIP MORRIS INTL INC

SOLE

COM

Shares4.32K

TypeSH

Market value$781.9K

0.55%

Sole

0.00

Shared

0.00

None

4.32K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares2.63K

TypeSH

Market value$765.5K

0.54%

Sole

0.00

Shared

0.00

None

2.63K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares9.41K

TypeSH

Market value$726.0K

0.51%

Sole

0.00

Shared

0.00

None

9.41K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	26.93K	SH	$20.16M 14.29%	26.93K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	264.67K	SH	$10.92M 7.74%	264.67K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	88.80K	SH	$10.57M 7.49%	88.80K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	127.76K	SH	$10.54M 7.47%	127.76K
ISHARES TRSOLE	USD INV GRDE ETF	197.58K	SH	$10.13M 7.18%	197.58K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	239.65K	SH	$9.64M 6.83%	239.65K
ISHARES TRSOLE	MBS ETF	81.41K	SH	$7.69M 5.45%	81.41K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	92.83K	SH	$7.37M 5.22%	92.83K
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	280.50K	SH	$6.92M 4.90%	280.50K
SPDR SERIES TRUSTSOLE	ST STR P500VAL	106.95K	SH	$6.50M 4.61%	106.95K
ISHARES TRSOLE	S&P 500 GRWT ETF	35.34K	SH	$4.86M 3.44%	35.34K
ISHARES TRSOLE	S&P 500 VAL ETF	15.14K	SH	$3.44M 2.44%	15.14K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	120.85K	SH	$2.92M 2.07%	120.85K
SPDR SERIES TRUSTSOLE	ST STR P400MID	40.01K	SH	$2.70M 1.92%	40.01K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	54.24K	SH	$1.89M 1.34%	54.24K
ISHARES TRSOLE	CORE MSCI EAFE	18.32K	SH	$1.77M 1.25%	18.32K
VANGUARD INDEX FDSSOLE	VALUE ETF	7.02K	SH	$1.53M 1.08%	7.02K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	15.39K	SH	$1.27M 0.90%	15.39K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	33.07K	SH	$1.12M 0.79%	33.07K
ISHARES TRSOLE	NATIONAL MUN ETF	10.20K	SH	$1.10M 0.78%	10.20K
ISHARES TRSOLE	ISHS 1-5YR INVS	19.85K	SH	$1.04M 0.74%	19.85K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	24.42K	SH	$900.3K 0.64%	24.42K
PHILIP MORRIS INTL INCSOLE	COM	4.32K	SH	$781.9K 0.55%	4.32K
ISHARES TRSOLE	RUS TP200 GR ETF	2.63K	SH	$765.5K 0.54%	2.63K
ISHARES TRSOLE	CORE S&P MCP ETF	9.41K	SH	$726.0K 0.51%	9.41K

Page 1 of 6

…